Bookkeeping & reconciliation
Bookkeeping & reconciliation
Monthly categorization and reconciliation across all your accounts — kept current, accurate, and ready to use.
Services
Everything your books need, in one flat monthly fee.
From day-to-day bookkeeping to CPA-reviewed tax prep — accounting software is included, and your scope scales with your transaction and deal volume. No surprise add-ons.
MCA & syndication accounting
MCA & syndication accounting
Deal-level syndication ledgers, factor income, fees, and revenue recognition handled by specialists, not generalists.
Financial reporting & analysis
Financial reporting & analysis
Monthly P&L, balance sheet, and cash flow — plus the deal- and segment-level views you actually make decisions with.
Tax preparation & filing
Tax preparation & filing
Business and personal returns, multi-state aware, prepared and reviewed by a licensed CPA.
Payroll
Payroll
Payroll runs, filings, and clean payroll books integrated with the rest of your numbers.
1099 filing
1099 filing
Contractor tracking and year-end 1099 preparation and filing, done accurately and on time.
Catch-up & cleanup
Catch-up & cleanup
Behind or messy? We bring prior months current and reconciled — then keep them that way.
Advisory & CFO-lite
Advisory & CFO-lite
A CPA on call for the questions that matter — entity structure, cash flow, and growth decisions.
Simple pricing
One flat fee, from $450/mo.
Your fixed monthly quote reflects your 3-month average transaction volume, accounts, entities, and complexity. All monthly bookkeeping plans include free LedgerHub accounting software, free migration, and MCA reconciliation and portfolio tracking within your agreed scope. Historical cleanup and extra work are quoted and approved before they begin. Custom projects exclude free software and migration. CPA review covers bookkeeping transactions only; financial-statement sign-off is not included.
FAQ
Services, answered
What’s included, who reviews it, and how it all fits into one flat monthly fee.
Monthly bookkeeping and reconciliation, MCA and syndication accounting, financial reporting and analysis, tax preparation and filing, payroll, 1099 filing, catch-up and cleanup, and CFO-lite advisory — all in one flat monthly fee with the accounting software included.
Yes. We keep your books monthly and prepare your business and personal returns. Tax preparation can be purchased separately, with a discount for monthly bookkeeping clients, or you can choose a bookkeeping + CPA tax advisory bundle that includes one annual personal federal Form 1040 and one state individual return. Business returns and services outside the subscription scope are billed separately.
Yes. A CPA reviews bookkeeping transactions as part of our monthly service. This is a bookkeeping review, not financial-statement sign-off or an assurance engagement. I&S is an accounting and bookkeeping firm, not a CPA firm.
Yes. We run payroll with the filings and clean payroll books, and we track contractor payments through the year to prepare and file year-end 1099-NEC forms accurately and on time.
Yes — catch-up and cleanup is one of the most common ways clients start with us. We bring prior months current and reconciled, then keep them clean with an ongoing monthly package.
We run your books on software we build in-house, included in your flat monthly fee — so there's no separate QuickBooks subscription to buy. We can also import and migrate your existing QuickBooks books.
Books you don't have to think about.
Get a free books review. We'll tell you honestly where things stand and give you a flat monthly quote — no pressure.
A little holiday cheer from I&S Accounting.
For our printable pricing guide: iandsaccountingsvcs.com/pricing